+48.2%
OVV vs DOC
+20.8%
+27.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.5% |
| 7D | +0.3% | -1.5% | +1.7% | +0.5% |
| 30D | +11.7% | -4.8% | +16.5% | +12.5% |
| 3M | +9.8% | +6.9% | +2.9% | +8.2% |
| 6M | +26.6% | +20.7% | +5.8% | +21.4% |
| YTD | +67.0% | +34.1% | +32.9% | +54.5% |
| 1Y | +55.9% | +22.6% | +33.3% | +48.1% |
| All | +48.2% | +20.8% | +27.5% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling